Past Events

April 1, 2025 Council Executive / Administrator Session: Spring Cleaning for Your Council, Business, and Life
March 25, 2025 AEP® and EPLS Forum
An Estate Planning Case Study
March 4, 2025 Roundtable: The Council Nominated Accredited Estate Planner® Designation Program and its Benefit to Your Estate Planning Council
February 20, 2025 Roundtable: Understanding The Council of Excellence Program & Application
December 17, 2024 Roundtable: Social Media Basics and your EPC
December 5, 2024 AEP® and EPLS Forum
AI and Its Influence on Charitable Planning & Philanthropy
Bryan K. Clontz, Founder & President, Charitable Solutions, LLC and Paul M. Caspersen, President, Planning Giving Interactive, LLC
November 12, 2024 Roundtable: Event Essentials & Managing Food and Beverage Expense
September 19, 2024 Council Executive / Administrator Session: The Hocus Pocus Behind Goals, Priorities & Focus... For Us & For Our Councils
September 18, 2024 AEP® and EPLS Forum
What You Need to Know Now About the Corporate Transparency Act
Jocelyn Margolin Borowsky, JD, LL.M. (taxation), Partner, Duane Morris LLP & Elizabeth King, JD, LL.M., President, Brown Brothers Harriman Trust Company
September 16, 2024 Roundtable: Workshop for Councils in Transition or a Period of Reinvention
August 27, 2024 Roundtable: The Council Nominated Accredited Estate Planner Program and its Benefit to Your Estate Planning Council
August 12, 2024 Roundtable: Everything Your Council Needs to Know About the Annual Conference & Council Leadership Conference
July 31, 2024 Roundtable: Effective Budgeting and the Importance of Sponsorship Revenue
June 26, 2024 Virtual Leadership Day (All Council Sizes)
June 20, 2024 Council Executive / Administrator Session
June 13, 2024 AEP® and EPLS Forum
Cracking the Code: Collaborative Strategies for Valuing and Managing Passion Assets
Jennifer Garland Ross, AAA, Founder of Art Peritus & Sharikay Sloboda, Director of Strategy & Business Development
May 2, 2024 Roundtable: Starting Your Council's New Year with Officer-Specific Breakouts
March 27, 2024 Council Executive / Administrator Open House & Mixer
March 26, 2024 Roundtable: Membership Topics: Nothing is Off the Table
March 14, 2024 AEP® and EPLS Forum
Don’t Guess and Make a Mess with QSBS
Justin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP®
March 12, 2024 Roundtable: Understanding The Council of Excellence Program & Application
December 12, 2023 Workshop: Identifying and Communicating Your Council's Value Proposition
December 7, 2023 AEP® and EPLS Forum
Family Dynamics and Intergenerational Conflict: Family Governance as a Tool for Preserving Family Wealth and Harmony
Susan P. Rounds, JD, CPA, LL.M. (Taxation), TEP, AEP® (Distinguished)
October 5, 2023 Roundtable: Best Practices for Communicating Across Generations for your Board of Directors
September 27, 2023 AEP® and EPLS Forum
Ethical Considerations in Estate Planning & Trust Administration
A. Stephen McDaniel, JD, EPLS, AEP® (Distinguished)
September 14, 2023 Website Tutorial: Sponsor Management, Features & Functions
September 7, 2023 Roundtable: Addressing Diversity, Equity and Inclusion within Your Estate Planning Council
August 29, 2023 Council Executive / Administrator Session
The Doctor is In:
Addressing Tough Contracting Clauses for Conferences & Events
August 15, 2023 Virtual Leadership Day (Large & Extra-Large Councils)
July 19, 2023 Private Virtual Event for AEP® Designees:
Essential Tips for Aspiring Authors, An Event Hosted by the
NAEPC Journal of Estate & Tax Planning
July 13, 2023 Virtual Leadership Day (Medium Councils)
June 22, 2023 Navigating the Complex Issues of the Closely Held Business: A View from a Collaborative Team
James S. Aussem, JD, AEP® (Distinguished) with Panelists Timothy Kochis, JD, MBA, CFP®, AEP® (Distinguished) & Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
June 21, 2023 Council Executive / Administrator Session:
Finding Grace while Dancing Backwards and in High Heels
June 8, 2023 Website Tutorial - Website 101: Learning and Using the Basic Functions of your NAEPC-Hosted Website
June 6, 2023 Virtual Leadership Day (Extra Small & Small Councils)
May 24, 2023 Roundtable: A Deep Dive into Member Retention (including Breakouts by Council Size)
April 25, 2023 Roundtable: The Council Nominated Accredited Estate Planner Program and it's Benefit to Your Estate Planning Council
April 11, 2023 Council Executive / Administrator Session:
The Yellow Brick Road of Association Management
March 7, 2023 Roundtable: Growing Membership and Recapturing Lost Members
February 28, 2023 Roundtable: Understanding The Council of Excellence Program & Application
February 23, 2023 Website Tutorial: Managing a Member's Transactions
December 12, 2022 Roundtable: What You Missed at Council Leadership Day at the Annual Conference
December 7, 2022 AEP® and EPLS Forum - Amplify Your High Net Worth Practice with Philanthropic Planning
Dana J. Holt, JD, RICP®, AEP®, CAP®, CEO + Philanthropic Strategist, Holt Consulting, LLC
October 19, 2022 CANCELLED Roundtable: The Benefit of Having a Council Executive
September 22, 2022 Roundtable: Membership Topics: Nothing is Off the Table
September 8, 2022 Council Executive / Administrator Session: The Changing Nature of the Association World
Facilitated by Melissa Dornan, Baltimore EPC and Kris Wolfe, F&EPC of Metro Detroit
August 16, 2022 AEP® and EPLS Forum - Back to the Future: The Central Role of Family Governance in Today's Estate Planning
Tom Rogerson, Co-Founder & CEO, GenLeg Co.
July 28, 2022 Website Tutorial: Membership Renewal, A Deep Dive Into the Online Renewal Process
July 20, 2022 Your NAEPC-Hosted Website: New and Upcoming Features
July 18, 2022 Roundtable: Event Planning 101
June 27, 2022 Leadership Day
June 9, 2022 The Accredited Estate Planner® Designation from A - Z
National Leadership and Staff
May 26, 2022 Roundtable: Planning for Your Term as an Officer (with Position-Specific Breakout Sessions)
May 18, 2022 AEP® and EPLS Forum - Estate Planning for the 99%
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
May 2, 2022 Council Executive / Administrator Session: The Future's So Bright: Strategic Planning, Planning Your Next Programming Year, and Planning for the Unexpected
Facilitated by Misty Griesinger, Cincinnati EPC and Jenna Olson, EPC of Seattle & East King County EPC
April 27, 2022 Roundtable: The Council Nominated AEP® Program and Its Benefit to Your Estate Planning Council
April 22, 2022 Roundtable: Imagining Your Council Post-COVID
Strategies for Sustaining Membership and Engaging Members in New and Different Ways
March 2, 2022 Website Tutorial: Maximizing Event Planning Efficiency Using Event and RSVP Management
February 28, 2022 Roundtable: Council of Excellence Application Workshop
February 23, 2022 AEP® and EPLS Forum - Behavioral Finance: Is it Rational or Irrational?
Kit Mac Nee, CFP®, CRPC®, CSPG. AEP®
January 26, 2022 Roundtable: Starting Your Council's New Year
January 20, 2022 Council Executive / Administrator Session: New Year, New You: A Discussion about Finding Balance, Developing Efficiencies, and Serving Your Clients/Council to the Best of Your Abilities
December 16, 2021 Council Executive / Administrator Development Session
December 1, 2021 Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
November 16, 2021 Website Tutorial: Your Website's Links, Document Library and Photo Gallery
November 10, 2021 Leadership Day Conference &
Council of Excellence Award Celebration
October 21, 2021 AEP® and EPLS Forum
Discussing Diversity: Considerations for Estate Planning Professionals
Kim Kamin, JD, B.A., AEP®, Max Elliott, Esq., and Terry Navarro, CPA, with Judith A. Saxe, JD, AEP®, CAP®, Moderator
October 19, 2021 Town Hall Roundtable: Membership Growth & Retention
September 28, 2021 Leadership Day Conference
September 23, 2021 The Accredited Estate Planner® Designation from A - Z
September 13, 2021 Website Tutorial: An In-Depth Look at Payment Processing
September 9, 2021 Council Executive / Administrator Development & Website Feedback Session
August 17, 2021 Town Hall Roundtable: Council by Size Session for Large and Extra-Large Councils
August 10, 2021 Town Hall Roundtable: Council by Size Session for Medium Councils
August 3, 2021 Town Hall Roundtable: Council by Size Session for Extra-Small & Small Councils
July 27, 2021 Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
July 19, 2021 Leadership Day
July 15, 2021 AEP & EPLS Live Streaming Forum
Alex Sheen, Founder of because I said I would
July 12, 2021 Website Tutorial: Guide to Managing Members, Renewals and Applications
NAEPC Webmaster and staff
June 24, 2021 Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
June 23, 2021 Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
June 22, 2021 AEP® Designee and EPLS Certificant Forum Event with Panel Discussion and Breakout Sessions
June 17, 2021 Town Hall Roundtable: Learning about the Accredited Estate Planner® Designation Council Nomination Program
June 3, 2021 Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit
May 25, 2021 Website Tutorial - Admin Advanced: Tips, Tricks and Techniques for Enhancing your Website
Bruce Newburger, NAEPC Webmaster and Sarah Butterfield, NAEPC Administrator
May 18, 2021 Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit
April 17, 2021 Martin Shenkman’s Collaborative Writing Workshop Registration
April 1, 2021 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference Post-Event Access
March 18, 2021 AEP® and EPLS Designee-Only Social
AEP® Committee Leadership & National Board Members
December 31, 2020 Webinar - Group Gathering
Various
December 2, 2020 10th Annual AEP® and EPLS Forum and Election Ceremony for the NAEPC Estate Planning Hall of Fame® Class of 2020
...a Uniquely Collaborative Educational Experience
Turney P. Berry, JD, AEP® (Distinguished) & Charles A. Redd, JD, AEP® (Distinguished)
November 18, 2020 Council Executive/Administrator Development & Website Virtual Feedback Session
October 20, 2020 Council of Excellence Virtual Awards Ceremony &
Regional Leadership Day Wrap Up Party
October 16, 2020 Regional Leadership Day
" Last Chance" Conference
September 23, 2020 Regional Leadership Day Program #6: September 23 & 24, 2020
September 16, 2020 Regional Leadership Day Program #5: September 16 & 17, 2020 - Attendance Has Exceeded Capacity
August 31, 2020 Regional Leadership Day Program #4: August 31 & September 1, 2020 - Attendance Has Exceeded Capacity
August 27, 2020 Regional Leadership Day Program #3: August 27 & 28, 2020 - Attendance Has Exceeded Capacity
August 25, 2020 Regional Leadership Day Program #2: August 25 & 26, 2020 - Attendance Has Exceeded Capacity
August 10, 2020 Regional Leadership Day Program #1: August 10 & 11, 2020 - Attendance Has Exceeded Capacity
August 4, 2020 Website Tutorial - Online Membership Applications: Creating Efficiency while Maximizing Your Council’s Membership Opportunities
July 29, 2020 Town Hall Roundtable
July 13, 2020 Town Hall Roundtable
July 9, 2020 Staff Executive / Administrator Only Town Hall Roundtable
June 24, 2020 Town Hall Roundtable - This Event has Exceeded Capacity, Please Register for Another Upcoming Program
June 11, 2020 Town Hall Roundtable
May 29, 2020 Website Tutorial: Leveraging your NAEPC-hosted Website to Maximize Your Council’s Sponsorship Income
May 27, 2020 Town Hall Roundtable
May 22, 2020 Town Hall Roundtable - Registration Closed, New Date Added
May 19, 2020 Town Hall Roundtable - Registration Closed, New Date Added
May 14, 2020 Town Hall Roundtable - Registration Closed, New Dates Added
May 11, 2020 Town Hall Roundtable - Registration Closed, New Dates Added
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